Who POET Technologies buys from and sells to
Early-revenue designer of optical engines on its interposer platform, sold to transceiver module makers.
Buys from 0
None recorded
Sells to 2
- Foxconn Interconnectoptical engines for its 800G and 1.6T modules
- Luxsharethe same
Where the chain could break
- Revenue is tiny; first production orders (~$5M) must turn into volume
- Sells through a few module makers rather than to hyperscalers directly
Competes with
- CoherentCOHRin-house optical engines and transceivers
- LumentumLITEthe same
- BroadcomAVGOsilicon photonics and co-packaged optics
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.